Mark Hougen

Background

About Mark Hougen

We help our clients determine and formalize their goals. Then we provide a tenacious and proactive process to help our clients avoid financial landmines and to keep them on track to reach their goals and live their dreams. Our Ideal Clients Want a process to reach their goals Want a professional team to quarterback their financial affairs, and ensure they reach their goals Put a high value on advice and guidance Are willing to make an investment in their future and a commitment to the process Have significant Investible Assets: minimum $5m Our Business Beliefs Investing is simple, it's just not easy A goal without a written plan is just a wish A proven process is the key ingredient to long-term success A formalized plan is a gift to your family Good investing is boring Hope is not a strategy Risk is a fact of life and needs to be managed To reach your Financial Goals requires an anticipatory service model with proactive advice Our Core Investment Philosophy To manage wealth effectively, we must design and implement a personalized financial plan (including an Investment Policy Statement, Investment Plan, and Retirement Analysis) for each of our clients. This is the "blueprint” or foundation for financial success. We do not believe that guessing or "winging it” are effective ways to manage our client's hard-earned money. We have unique and proven systems We are proactive and time-efficient We provide perspective We coordinate all of our client's financial affairs We follow through with tenacity We offer boutique investment management within one of Canada's largest INDEPENDENT wealth management Disclaimers: bit.ly/RJLUDSCLMR bit.ly/RJLDSCLMR